Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer.

Our guest, John Sidawi, Senior Portfolio Manager for Global Fixed Income at Federated Hermes explains how currency hedging has become a core strategy after years of unhedged U.S. outperformance.

We explore what a softer dollar could mean for the greenback’s long-term dominance.

Gold’s surge toward record highs - and its sudden drop - raises questions about whether this is a buying opportunity or a warning sign.

Attention also turns to President Trump’s pick for Fed Chair and what that could mean for rates and markets.

This episode connects geopolitics, currencies and commodities - hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

The AI chip cold war has officially gone hot — and markets are moving fast. In today’s episode, hosted by Michelle Martin with Ryan Huang, we unpack why Meta’s talks with Google’s AI chips have shaken...

26 Nov 202516min

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Singapore’s markets are transforming faster than at any time in the past decade. In today’s episode, hosted by Michelle Martin, we unpack MAS and SGX’s sweeping reforms and take a closer look at the ...

26 Nov 202515min

Money and Me: Singapore’s New Sub-Sale Era

Money and Me: Singapore’s New Sub-Sale Era

Record profits, record losses — the sub-sale market can seem extreme. In today’s episode of Money and Me, we dive into what changes in the sub-sale market reveals about the new property-flipping lands...

25 Nov 202520min

Market View: The Trillion-Dollar Drug War & The AI Christmas Rush

Market View: The Trillion-Dollar Drug War & The AI Christmas Rush

A trillion-dollar shocker and a pharma plunge — what does it mean for markets? In today’s episode of Market View, we break down Eli Lilly’s historic surge into the trillion-dollar club and Novo Nordis...

25 Nov 202520min

Money and Me: Ringgit’s Rise, Nvidia’s Reality Check & Singapore’s First Crypto Perps

Money and Me: Ringgit’s Rise, Nvidia’s Reality Check & Singapore’s First Crypto Perps

The ringgit just hit its strongest level in three years — here’s why it matters for your wallet.In this episode of Money and Me, hosted by Michelle Martin, we unpack why the Malaysian ringgit is surgi...

24 Nov 202524min

Market View: Palm Oil Shockwaves, KOSPI’s Ascent & Wall Street’s Shaky Week

Market View: Palm Oil Shockwaves, KOSPI’s Ascent & Wall Street’s Shaky Week

Wilmar faces fraud fallout while Asia’s hottest market defies gravity. In today’s episode, we break down Wilmar’s China fraud case and what it means for the palm-oil giant’s future. We look at Korea’...

24 Nov 202525min

Money and Me: Racing Ahead - Singapore’s Mid-Cap Breakout Story

Money and Me: Racing Ahead - Singapore’s Mid-Cap Breakout Story

What if Singapore’s next big winners aren’t in the STI - but quietly sprinting just beside it asks Michelle Martin, as she explores the rise of the new iEdge Singapore Next 50 indices. This mid-cap cl...

21 Nov 202519min

Market View: Big Box Power Moves & Retail Ripples

Market View: Big Box Power Moves & Retail Ripples

Walmart just sent a signal about the state of the US shopper - and it’s not what you may think. Michelle Martin and Ryan Huang unpack Walmart’s blockbuster quarter, surging e-commerce momentum, and it...

21 Nov 202522min

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